Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.567 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47875.45 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46480.5 Kr¶
PnL: ---------------------------------------> -408.07 Kr¶
DD now: ---------------------------------> -1.551 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 09:26:13.612424'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.320000 | 3187.600000 | 216.600000 | 7.290000 | 2971.000006 |
| HEBA B | 70 | 0.890000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| AcadeMedia | 12 | 1.640000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| Boozt | 12 | 0.710000 | 1698.000000 | 44.000000 | 2.660000 | 1653.999996 |
| Corem Property Group B | 59 | 0.960000 | 619.500000 | 42.500000 | 7.370000 | 576.999999 |
| SAAB B | 8 | -0.770000 | 3413.600000 | 36.600000 | 1.080000 | 3377.000000 |
| MedCap | 2 | 2.020000 | 454.000000 | 33.000000 | 7.840000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.580000 | 386.600000 | 31.600000 | 8.900000 | 355.000000 |
| OEM International B | 7 | 1.790000 | 555.800000 | 27.800000 | 5.270000 | 527.999997 |
| Resurs Holding | 22 | 0.110000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| HMS Networks | 2 | 1.230000 | 693.200000 | 20.200000 | 3.000000 | 673.000000 |
| Intrum | 4 | 1.420000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Eastnine | 4 | -0.470000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Coor Service Management Hold. | 8 | 1.720000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| CTEK | 13 | 1.470000 | 537.810000 | 3.810000 | 0.710000 | 533.999999 |
| Sampo Oyj SDB | 7 | 0.270000 | 3853.500000 | 3.500000 | 0.090000 | 3850.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Swedbank A | 3 | -0.160000 | 566.400000 | 2.400000 | 0.430000 | 564.000000 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Essity B | 2 | -0.550000 | 574.200000 | 0.200000 | 0.030000 | 574.000000 |
| Handelsbanken A | 5 | 0.140000 | 544.750000 | -1.250000 | -0.230000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.120000 | 3452.740000 | -1.260000 | -0.040000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.500000 | 242.160000 | -3.840000 | -1.560000 | 246.000000 |
| Securitas B | 6 | 0.300000 | 565.680000 | -4.320000 | -0.760000 | 570.000000 |
| Midsona B | 63 | 1.350000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| International Petroleum Corp. | 5 | 1.370000 | 555.500000 | -39.070000 | -6.570000 | 594.565215 |
| Vivesto | 1368 | -2.850000 | 540.630000 | -72.370000 | -11.810000 | 612.999432 |
| Axfood | 13 | 0.320000 | 3672.500000 | -83.500000 | -2.220000 | 3756.000001 |
| OX2 | 18 | 0.190000 | 1451.700000 | -212.300000 | -12.760000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 1.810000 | 2932.800000 | -429.200000 | -12.770000 | 3361.999992 |
| TOTAL | 46480.500000 | -408.070000 | -1.55139% | 46888.564618 |
Updated:¶
'2023-01-23 09:26:25.806653'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
